Integration
Connect Canopy Connect to HeySummit
When Pull Completed fires in Canopy Connect, your agent runs Add event in HeySummit. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Canopy Connect and HeySummit to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Canopy Connect can start in HeySummit
When Pull Completed in Canopy Connect
then Add event in HeySummit
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Canopy Connect and HeySummit
Triggers and actions 1 trigger · 42 actions
- Pull Completed
Triggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.
- Create Monitoring
Starts monitoring a pull's insurance account so its data refreshes on a fixed interval.
- Create Widget
Creates a Canopy Connect link (widget) customers use to share their insurance.
- Delete Widget
Deletes a Canopy Connect link (widget).
- Get Carrier
Returns one insurance carrier Canopy Connect supports.
- Get Monitoring
Returns one monitoring of a connected insurance account.
- Get Pull
Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
- Get Servicing Action
Returns one servicing action and its status.
- Get Team
Returns your Canopy Connect team's details.
- Get Widget
Returns one Canopy Connect link (widget).
- List Carriers
Returns the insurance carriers Canopy Connect can pull policies from.
- List Monitorings
Returns your team's monitorings, the ongoing refreshes of connected insurance accounts.
- List Pulls
Returns the insurance pulls (submitted insurance profiles) your team has received, newest first.
- List Servicing Actions
Returns your team's servicing actions (policy changes requested on a customer's behalf).
- List Widgets
Returns your team's Canopy Connect links (widgets) that customers use to share their insurance.
- Look Up Property Data
Looks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
- Refresh Monitoring
Refreshes a monitored insurance account right away, creating a new pull.
- Run Policy Check
Runs a policy check on a pull against your team's saved policy check settings and returns the results.
- Stop Monitoring
Stops a monitoring so the insurance account is no longer refreshed.
- Update Monitoring
Changes a monitoring's refresh interval, next refresh date, stop date or status.
- Update Widget
Updates a Canopy Connect link (widget).
- Add attendee
Registers a new attendee for a HeySummit event, optionally assigning a ticket, registration answers and email preferences. Returns the created attendee.
- Add attendee to talk
Adds an existing event attendee to a talk, respecting ticket access and talk capacity, and returns the talk-attendee registration. Adding an attendee who is already on the talk returns the existing registration.
- Add coupon
Creates a discount coupon for a HeySummit event and returns the new coupon.
- Add event
Creates a new event in HeySummit and returns the created event.
- Add speaker
Creates a speaker on a HeySummit event and returns the new speaker record.
- Add talk
Creates a new talk in a HeySummit event and returns the created talk, including its id and page links.
- Attach ticket to attendee
Attaches a ticket to an existing attendee of an event and returns the updated attendee. If the attendee already holds the ticket, nothing changes.
- Delete attendee
Permanently deletes an attendee from a HeySummit event.
- Get attendee
Returns the full details of a single attendee in a HeySummit event, including registration status, attended talks, registration answers and email preferences.
- Get event
Returns the details of a HeySummit event, including its title, dates, status and timezone.
- Get speaker
Returns one speaker from a HeySummit event, including their name, company, bio, headshot and active status.
- Get talk
Returns one talk from a HeySummit event, including its schedule, speakers, categories and video settings. An error occurs if the talk is not found.
- List coupons
Returns the coupons set up for a HeySummit event, including each coupon's code, discount and availability.
- List events
Returns the events you have access to in HeySummit, optionally narrowed to live, archived, evergreen, or open-for-registration events.
- List session submissions
Returns the submitted, approved and rejected session proposals for an event, including each proposal's details, review state and submitter information.
- List speakers
Returns the speakers for a HeySummit event, including their names, company details, bios and active status.
- List talk attendees
Returns the attendees registered for talks in an event, optionally narrowed to one attendee or one talk.
- List talks
Returns the talks scheduled for a HeySummit event, including their speakers, categories and broadcast details.
- List tickets
Returns the tickets for a HeySummit event, optionally narrowed to active, add-on or donation tickets.
- Update event
Updates an existing HeySummit event's details, such as its title, company information, dates, visibility and site settings. Only the fields you fill in are changed.
- Update speaker
Updates a speaker on a HeySummit event and returns the updated speaker. Fields left blank keep their current values.
- Update talk
Updates an existing talk in a HeySummit event. Only the fields you fill in are changed, and the updated talk is returned.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Canopy Connect
Canopy Connect to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Canopy Connect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Canopy Connect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Canopy Connect to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Canopy Connect to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Canopy Connect to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into HeySummit
Questions
Canopy Connect and HeySummit, answered
What can start an automation from Canopy Connect?
Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in HeySummit when something happens in Canopy Connect?
Any of HeySummit's 22 actions, including Update event, Update speaker, Update talk and Add attendee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HeySummit to Canopy Connect?
HeySummit has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads HeySummit's API documentation and adds it.
Do I have to build a connector for Canopy Connect or HeySummit?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Canopy Connect and HeySummit without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.